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Building 2GASBER FINANCIAL ADVISORS, INC

Map pinFOLSOM, CA
Phone916-985-2594
NotebookSEC #801-72295
Total AUM
$177.7M
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
81 BLUE RAVINE ROAD
SUITE 250
FOLSOM
CA 95630-4157
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
916-985-2594

ReceiptFinancials

Total AUM
$177.7M
Accounts
330
Discretionary
$172.7M
Accounts
329
Non-Discretionary
$5M
Accounts
1

ContactClients

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Individual Clients
118
AUM
$35.9M
HNW Individual Clients
62
AUM
$133.2M
Pension/Profit Sharing Plan Clients
3
AUM
$8.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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